CWS
Cypress Wealth Services’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $586K | Buy |
4,966
+100
| +2% | +$11.8K | 0.1% | 156 |
|
|
2025
Q1 | $594K | Sell |
4,866
-187
| -4% | -$22.8K | 0.12% | 137 |
|
|
2024
Q4 | $544K | Sell |
5,053
-497
| -9% | -$53.5K | 0.11% | 145 |
|
|
2024
Q3 | $640K | Buy |
5,550
+1,609
| +41% | +$186K | 0.13% | 118 |
|
|
2024
Q2 | $395K | Buy |
3,941
+29
| +0.7% | +$2.91K | 0.09% | 168 |
|
|
2024
Q1 | $378K | Sell |
3,912
-137
| -3% | -$13.2K | 0.09% | 172 |
|
|
2023
Q4 | $393K | Sell |
4,049
-90
| -2% | -$8.73K | 0.1% | 165 |
|
|
2023
Q3 | $365K | Hold |
4,139
| – | – | 0.1% | 165 |
|
|
2023
Q2 | $380K | Buy |
4,139
+824
| +25% | +$75.6K | 0.1% | 161 |
|
|
2023
Q1 | $320K | Sell |
3,315
-552
| -14% | -$53.3K | 0.09% | 176 |
|
|
2022
Q4 | $398K | Buy |
3,867
+226
| +6% | +$23.3K | 0.13% | 146 |
|
|
2022
Q3 | $324K | Buy |
3,641
+26
| +0.7% | +$2.31K | 0.11% | 155 |
|
|
2022
Q2 | $388K | Buy |
3,615
+702
| +24% | +$75.3K | 0.12% | 144 |
|
|
2022
Q1 | $325K | Buy |
2,913
+586
| +25% | +$65.4K | 0.09% | 168 |
|
|
2021
Q4 | $244K | Buy |
2,327
+95
| +4% | +$9.96K | 0.07% | 202 |
|
|
2021
Q3 | $218K | Sell |
2,232
-686
| -24% | -$67K | 0.07% | 204 |
|
|
2021
Q2 | $288K | Buy |
2,918
+593
| +26% | +$58.5K | 0.08% | 202 |
|
|
2021
Q1 | $224K | Sell |
2,325
-1,232
| -35% | -$119K | 0.05% | 262 |
|
|
2020
Q4 | $326K | Buy |
+3,557
| New | +$326K | 0.07% | 195 |
|
|
2020
Q3 | – | Sell |
-3,959
| Closed | -$316K | – | 53 |
|
|
2020
Q2 | $316K | Buy |
3,959
+102
| +3% | +$8.14K | 0.08% | 199 |
|
|
2020
Q1 | $312K | Buy |
3,857
+96
| +3% | +$7.77K | 0.09% | 176 |
|
|
2019
Q4 | $343K | Buy |
3,761
+294
| +8% | +$26.8K | 0.09% | 177 |
|
|
2019
Q3 | $332K | Buy |
3,467
+68
| +2% | +$6.51K | 0.09% | 175 |
|
|
2019
Q2 | $300K | Buy |
3,399
+291
| +9% | +$25.7K | 0.09% | 191 |
|
|
2019
Q1 | $280K | Buy |
3,108
+72
| +2% | +$6.49K | 0.09% | 187 |
|
|
2018
Q4 | $262K | Buy |
3,036
+24
| +0.8% | +$2.07K | 0.1% | 169 |
|
|
2018
Q3 | $241K | Buy |
3,012
+72
| +2% | +$5.76K | 0.09% | 188 |
|
|
2018
Q2 | $232K | Sell |
2,940
-1,566
| -35% | -$124K | 0.09% | 194 |
|
|
2018
Q1 | $349K | Sell |
4,506
-413
| -8% | -$32K | 0.15% | 128 |
|
|
2017
Q4 | $414K | Buy |
+4,919
| New | +$414K | 0.17% | 119 |
|